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Disclosery

Apriem Advisors: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on DIS, newest first. How the timeline and the estimate are built.

Apriem Advisors held 11,621 DIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,621 shares
    Change vs previous 13F -7,574 shares

    0.1% of the 13F portfolio, value $1,118,528.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,195 shares
    Change vs previous 13F -63,924 shares

    0.18% of the 13F portfolio, value $1,849,973.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,119 shares
    Change vs previous 13F -1,119 shares

    0.87% of the 13F portfolio, value $9,456,456.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 84,238 shares
    Change vs previous 13F -2,884 shares

    0.91% of the 13F portfolio, value $9,645,258.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 87,122 shares
    Change vs previous 13F -18,610 shares

    1.15% of the 13F portfolio, value $10,804,030.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 105,732 shares
    Change vs previous 13F -15,800 shares

    1.22% of the 13F portfolio, value $10,435,773.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 121,532 shares
    Change vs previous 13F -4,683 shares

    1.55% of the 13F portfolio, value $13,532,577.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 126,215 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $12,140,611.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).